Barnes Wealth Management Group, Inc Ishares Core S&P U.S. Value Et Transaction History
Barnes Wealth Management Group, Inc
- $169 Billion
 - Q2 2025
 
A detailed history of Barnes Wealth Management Group, Inc transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 6,520 shares of IUSV stock, worth $645,936. This represents 0.36% of its overall portfolio holdings.
Number of Shares
6,520
              Previous 6,717
              
        
           2.93%
        
      
          
        Holding current value
$645,936
            Previous $620 Million
            
        
           0.47%
        
      
          
        % of portfolio
0.36%
            Previous 0.4%
          
        Shares
	  3 transactions
	
  Others Institutions Holding IUSV
# of Institutions
825Shares Held
183MCall Options Held
0Put Options Held
0- 
    
      Bank Of America Corp Charlotte, NC74.4MShares$7.37 Billion0.53% of portfolio
 - 
    
      Lpl Financial LLC Fort Mill, SC15.2MShares$1.5 Billion0.51% of portfolio
 - 
    
      Morgan Stanley New York, NY9.02MShares$893 Million0.06% of portfolio
 - 
    
      Jones Financial Companies Lllp5.7MShares$565 Million0.41% of portfolio
 - 
    
      Envestnet Asset Management Inc5.25MShares$520 Million0.15% of portfolio